Palisades Investment Partners, LLC
Sector Allocation
- Technology32.5%$114.2M
- Industrials32.2%$113.2M
- Healthcare16.7%$58.7M
- Financials11.2%$39.4M
- Consumer Discretionary5.2%$18.3M
- Utilities1.7%$5.8M
- Real Estate0.6%$1.9M
AUM History
13fpro.ai/research/fund/palisades-investment-partners-llc-1427373
Conviction and streaks
Concentrating · top 10 = 43.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
SPXC
$31.3MKRYS
$17.8MPKE
$16.6MTVTX
$15.5MWLFC
$14.4MENVA
$14.4MIESC
$11.0MPAY
$10.4MUFPT
$10.3MVCYT
$10.3MICHR
$10.1MLPTH
$10.0MLUNR
$9.9MSTRL
$9.3MSKYT
$9.1MONTO
$8.6MPAYS
$8.2MMPTI
$8.2MSATL
$7.7MOSS
$7.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/palisades-investment-partners-llc-1427373
Palisades Investment Partners, LLC 13F holdings — Q2 2026
$351.6M portfolio (+37.9% QoQ) · 53 holdings · Q2 2026 13F · top 10 are 43% of the stock portfolio
$31.3M
8.9% of stocks
+4%This quarter—Since Q-end—HeldAIQuality69.5#252Est. buy—$17.8M
5.0% of stocks
+5%This quarter—Since Q-end—HeldAIQuality78.6#48Est. buy—$16.6M
4.7% of stocks
+4%This quarter—Since Q-end—HeldAIQuality62.6#691Est. buy—$15.5M
4.4% of stocks
+7%This quarter—Since Q-end—HeldAIQuality56.6#1,140Est. buy—$14.4M
4.1% of stocks
+182%This quarter—Since Q-end—HeldAIQuality60.0#894Est. buy—$14.4M
4.1% of stocks
+1%This quarter—Since Q-end—Held$11.0M
3.1% of stocks
+3%This quarter—Since Q-end—Held$10.4M
3.0% of stocks
+0.4%This quarter—Since Q-end—Held$10.3M
2.9% of stocks
+3%This quarter—Since Q-end—Held$10.3M
2.9% of stocks
+3%This quarter—Since Q-end—Held
| # | Company | Value | Weight | This quarter | Since Q-end | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $31.3M | 8.9% | +4% | — | — | 69.5#252 | — | ||
| 2 | $17.8M | 5.0% | +5% | — | — | 78.6#48 | — | ||
| 3 | $16.6M | 4.7% | +4% | — | — | 62.6#691 | — | ||
| 4 | $15.5M | 4.4% | +7% | — | — | 56.6#1,140 | — | ||
| 5 | $14.4M | 4.1% | +182% | — | — | 60.0#894 | — | ||
| 6 | $14.4M | 4.1% | +1% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 7 | $11.0M | 3.1% | +3% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 8 | $10.4M | 3.0% | +0.4% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 9 | $10.3M | 2.9% | +3% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 10 | $10.3M | 2.9% | +3% | — | — | AI quality score is Pro: unlock with a free trial | — |
All holdings — Palisades Investment Partners, LLC (Q2 2026)
53 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | ICHOR HOLDINGS, LTD. | Technology | $10.1M | 2.9% | 90K | New | — | — | 13F | |
| 12 | LIGHTPATH TECHNOLOGIES INC | Technology | $10.0M | 2.8% | 610K | +2% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Intuitive Machines, Inc. | Technology | $9.9M | 2.8% | 463K | +7% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | STERLING INFRASTRUCTURE, INC. | Industrials | $9.3M | 2.6% | 11K | +27% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | SkyWater Technology, LLC | Technology | $9.1M | 2.6% | 260K | -0.3% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | ONTO INNOVATION INC. | Technology | $8.6M | 2.4% | 23K | +2% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Paysign, Inc. | Industrials | $8.2M | 2.3% | 1.00M | +0.7% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | M-tron Industries, Inc. | Technology | $8.2M | 2.3% | 82K | +2% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Satellogic Inc. | Technology | $7.7M | 2.2% | 1.35M | New | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | ONE STOP SYSTEMS, INC. | Technology | $7.5M | 2.1% | 414K | New | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | ITRON, INC. | Technology | $6.9M | 2.0% | 80K | +0.7% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Mueller Water Products, Inc. | Industrials | $6.8M | 1.9% | 263K | +3% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Voyager Technologies, Inc./TX | Industrials | $6.5M | 1.9% | 203K | New | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | AMERICAN SUPERCONDUCTOR CORP /DE/ | Technology | $6.5M | 1.9% | 157K | +3% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | FINANCIAL INSTITUTIONS INC | Financials | $5.9M | 1.7% | 151K | +3% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $FFBC | FIRST FINANCIAL BANCORP /OH/ | Financials | $5.6M | 1.6% | 165K | +3% | |||
| 27 | $MC | Moelis & Co | Financials | $5.5M | 1.6% | 85K | +9% | |||
| 28 | $AMPX | Amprius Technologies, Inc. | Technology | $5.1M | 1.4% | 368K | -0.3% | |||
| 29 | $HYLN | Hyliion Holdings Corp. | Industrials | $4.7M | 1.4% | 908K | New | |||
| 30 | $INTA | Intapp, Inc. | Technology | $4.5M | 1.3% | 180K | +2% | |||
| 31 | $SILC | SILICOM LTD. | Technology | $4.3M | 1.2% | 90K | New | |||
| 32 | $RELY | Remitly Global, Inc. | Industrials | $4.3M | 1.2% | 193K | +2% | |||
| 33 | $OTTR | Otter Tail Corp | Utilities | $3.9M | 1.1% | 44K | -2% | |||
| 34 | $POET | POET TECHNOLOGIES INC. | Technology | $3.6M | 1.0% | 348K | New | |||
| 35 | $SF | STIFEL FINANCIAL CORP | Financials | $3.5M | 1.0% | 50K | +2% | |||
| 36 | $CRMD | CorMedix Inc. | Healthcare | $3.3M | 0.9% | 427K | -30% | |||
| 37 | $UMAC | Unusual Machines, Inc. | Technology | $3.3M | 0.9% | 149K | -4% | |||
| 38 | $SPSC | SPS COMMERCE INC | Technology | $3.2M | 0.9% | 56K | +2% | |||
| 39 | $FCFS | FirstCash Holdings, Inc. | Consumer Discretionary | $3.0M | 0.9% | 14K | -1% | |||
| 40 | $KINS | KINGSTONE COMPANIES, INC. | Financials | $2.8M | 0.8% | 149K | -0.2% | |||
| 41 | $ASYS | AMTECH SYSTEMS INC | Technology | $2.4M | 0.7% | 103K | +2% | |||
| 42 | $UFPI | UFP INDUSTRIES INC | Industrials | $2.3M | 0.7% | 25K | +2% | |||
| 43 | $ARTNA | ARTESIAN RESOURCES CORP | Utilities | $1.9M | 0.5% | 56K | +2% | |||
| 44 | $TGEN | TECOGEN INC. | Industrials | $1.7M | 0.5% | 323K | -3% | |||
| 45 | $CAMT | CAMTEK LTD | Technology | $1.7M | 0.5% | 10K | +41% | |||
| 46 | $EEFT | EURONET WORLDWIDE, INC. | Financials | $1.6M | 0.5% | 22K | +32% | |||
| 47 | $FRPH | FRP HOLDINGS, INC. | Real Estate | $1.2M | 0.3% | 47K | +2% | |||
| 48 | $MEDP | Medpace Holdings, Inc. | Healthcare | $1.2M | 0.3% | 2,216 | -87% | |||
| 49 | $COHU | COHU INC | Technology | $1.0M | 0.3% | 14K | New | |||
| 50 | $MMYT | MakeMyTrip Ltd | Consumer Discretionary | $896K | 0.3% | 17K | -86% | |||
| 51 | $FCPT | Four Corners Property Trust, Inc. | Real Estate | $773K | 0.2% | 31K | +2% | |||
| 52 | $BMI | BADGER METER INC | Technology | $699K | 0.2% | 4,714 | -87% | |||
| 53 | $DCTH | DELCATH SYSTEMS, INC. | Healthcare | $293K | 0.1% | 23K | +69% |
What changed in Q2 2026
Against the previous quarter's 13F: 8 new, 34 added to, 11 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (8)
first bought this quarter
first bought this quarter
first bought this quarter
$VOYGVoyager Technologies, Inc./TX$6.5M
first bought this quarter
$HYLNHyliion Holdings Corp.$4.7M
first bought this quarter
$SILCSILICOM LTD.$4.3M
first bought this quarter
+2 more in the Excel export
Added to (34)
now $14.4M
now $9.3M
now $31.3M
now $15.5M
now $17.8M
now $16.6M
+28 more in the Excel export
Holdings by quarter
Every 13F Palisades Investment Partners, LLC has filed, 13 earlier quarters. Pick one to see what it held then.
Portfolio Overview
Palisades Investment Partners, LLC disclosed 53 positions worth $351.6M in its Form 13F-HR for Q2 2026, led by $SPXC (SPX Technologies, Inc.) at 8.9% of the equity portfolio, followed by $KRYS and $PKE. During the quarter the fund opened 8 new positions and exited 6 — including a new stake in $ICHR. The portfolio is most concentrated in Technology (32.5% of disclosed assets). All figures are sourced directly from Palisades Investment Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1427373.
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